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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,948 | $61,755-96.8% | $97,161-98.0% | $80,911-97.6% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.7%-15.0pp | 67.6%-10.0pp |
| Annual return | 11.06% | -557.90%+569.0pp | 75.36%-64.3pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $533 | $3,026-82.4% | $4,265-87.5% | $4,297-87.6% |
| Admin fee / account holder | $140 | $5,166-97.3% | $5,647-97.5% | $6,935-98.0% |